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Category: Budget Deficit
- FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
- Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
- Taxation & Representation, Senate Confirmation, House Set to Vote, and More
- Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
- Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
- Weekly Washington Update. General, Health Care, Tax, and More.
- Summary and Analysis: White House FY 2023 Budget Request
- Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit
- Build Back Better Reboot. Taxation & Representation and Tax Tidbit
- Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
- Family Business Under Attack; What Budget Reconciliation Includes
- Infrastructure Update – Week of August 2-6
- Update on Biden Administration FY22 Budget Request & Treasury “Green Book”
- Tax and Financial Services Week Ahead
- Congress Moved Quickly to Pass Costly Aid Package
- Budget Deficit Update & CBO
Category: COVID-19
- COVID Relief Package in Flux. Taxation & Representation and Tax Tidbit
- Colette’s Catering: Managing Business During Pandemic
- Hydraflow: Operating Business During Pandemic
- Loutech: Dealing with COVID-19
- Root Family of Florida and COVID-19
- Pomerleau Real Estate Supports Local Community During COVID19
- Analysis of Legislative/Administrative Developments in the 117th Congress
- Taxation & Representation
- Summary of COVID-19 Relief Provisions Relevant to Local Governments
- Congress Passes Omnibus, COVID-19 Relief
- Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
- Status Of The November Election, Potential Tax Policy Opportunities, and Additional COVID-19 Relief Legislation
- C&S Provides PTO, Bonuses To Employees For Covid-19 Challenges
- Publix deploys contactless payment for extra COVID-19 safety
- Bechtel Group Foundation Establishes Bechtel COVID-19 Relief Fund in Partnership with GlobalGiving
- Tyson Foods adopts weekly coronavirus testing for workers
- Lee Company pivots to aid ventilator-making effort
- This approach helps e-commerce company thrive during COVID
- Ford Will Provide COVID-19 Testing for Employees As Plants Reopen
- Comcast employees reactivate their service to aid in COVID-19 response
- News Corp campaign thanks front-line retail staff for their work during COVID-19
- Walmart is considering testing its employees for the novel coronavirus and COVID-19 antibodies
- HEALS Act Safe and Healthy Workplace Tax Credit Guide for Employers
- HEALS Act Comparison to HEROES Act and Current Law
- Mother-daughter team draws on ‘wealth of experience’ to help clients through uncertain times
- When cupcakes met COVID: How one family business pivoted to sweet success
- Business is ‘popping’ during the pandemic for fifth-generation popcorn company
- Trump Visits Guilford, Maine to Thank Puritan Employees
- Family businesses flex their creativity, capacity during COVID-19
- How Did You Help During the Great Pandemic?
- Family business owners weigh in on taxes, regulation
- The Future of Family Businesses: Social Distancing and New Business Models
- COVID-19 Public Policy Group Report – June 2, 2020
- COVID-19 & Capital Hill
- Getting America Open Again
- Coronavirus Economic Response Update
- Mars Commits $20M to Communities in COVID-19 Response
- The Virus Is Vaporizing Tax Revenues, Putting States in a Bind
- How Did You Help During the Great Pandemic?
- COVID-19 Public Policy Group Report – April 28, 2020
- COVID-19 Public Policy Group Report – April 22 2020
- COVID-19 Public Policy Group Report – April 20, 2020
- COVID-19 Public Policy Group Report – April 17, 2020
Category: Estate Taxes
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- Give it away now? Today’s favorable estate tax is set to expire after 2025
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Tax Implications for Family Business Succession Planning in 2024 and Beyond
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Stand Up for Family Businesses: Take Action Now.
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Census Report Fuels Child Tax Credit Debate and More Updates
- Comprehensive Updates: Government, Health Care, and Immigration
- Congressional Deadline Looms: What to Expect for Fiscal Year 2024
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Make Your Voice Count: Engage with Your Local Representatives for Change
- House Approves GOP Tax Package, But SALT Relief Still in Limbo
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
- Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
- Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
- Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
- Make Your Voice Heard: Contact Your Representatives Now
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- The Future of Family Businesses: What to Expect with Tax Reform
- High Hopes for New Congressional Family Business Caucus
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
- Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
- May 10th Tax Policy Event Focuses On Family Businesses
- Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More
- The Power of America’s Family Businesses is All in the Numbers
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
- Looking Ahead: State Policy Trends for 2023
- New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
- Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
- Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
- Countries With Or Without An Estate Or Inheritance Tax
- U.S. Federal Labor Report. Labor Updates From Washington, D.C.
- Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
- FEUSA Zoom on 9/22 Addressing Latest Tax Legislation – FEUSA Members Only
- IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
- WATCH: Is Life Insurance A Solution For The Estate Tax?
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
- 2021 State by State Tax Chart Updated
- State by State Death Tax Chart Update July 26, 2021
- Hearings Review: Tax and Financial Services Committees
- Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
- WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
- WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
- How Much Tax Will You Pay With Biden’s Tax Plan?
- PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
- Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- Estate Tax Overview
- House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
- BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
- Pat Soldano Speaking at LIDO LIVE Webinar May 19
- Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
- Ways and Means Releases Budget Reconciliation Text
- Tax and Financial Services Week Ahead
- Family Office Outlook 2021 Silicon Valley / Virtual Forum
- Join Frank Luntz and Become A Member of Family Enterprise USA
- This Is The Problem With Life Insurance As A Solution To The Estate Tax Issue
- Capital Hill Visits With Representatives Reed, Schweikert, & Walberg
- Estate Tax Might Get Reinstated In Virginia
- Estate Tax Rate Reduction Act of 2020
- 2019 Family Business Survey Reveals Interest in Reducing Over Regulation
- Full Repeal Bill (HR 218) Picked Up Six New Supporters
- A Plethora of Proposals to Tax the Rich
- From the President – 10-7 – Weekly Update
- From the President – 9-30 – Weekly Update
- From the President – 9-9 – Weekly Update
- Pat Soldano Speaking at IvyFON – 9/17/19
- From the President – 7-26 – Weekly Update
- From the President – 7-12 – Weekly Update
- From the President – 7-18 – War on the Successful
- From the President 6/17
- The War on Capitalism – The Whole Story.
- From the President – 7-28 – Weekly Update
- The War on Capitalism – Part 1 of 3
- Pat Soldano – Speaking at FON – Family Office Network
- Review of Reviews: Afterlife of the Death Tax
- Review of Reviews: Afterlife of the Death Tax
- Oprah Winfrey Attacking Taxes on the Rich
- 2019 – Family Business USA Survey
- Our Work is NOT Complete – The Estate Tax has NOT been repealed.
- Elizabeth Warren Proposes New Wealth Tax
- Senator Thune Introduces S215; Bill to Repeal Estate and GST Taxes
- Congressman Jason Smith (R, MO) Introduces Estate Tax Repeal Bill HR218
- Congressman Jason Smith (R, MO) Introduces Estate Tax Repeal Bill HR218
- Senator Thune Introduces S215; Bill to Repeal Estate and GST Taxes
- Protected: Content Request
- Cotton, Boozman, Blunt, and Ernst Introduce the Estate Tax Rate Reduction Act for 2019; S176
- Cotton, Boozman, Blunt, and Ernst Introduce the Estate Tax Rate Reduction Act for 2019; S176
- Jason Smith (R-MO) Introduces Estate Tax Repeal Bill HR218
- Update on S. 3638 from Pat Soldano
- Senator Kyl Again Seeks to Cut the Death Tax
- Frank Luntz: Death Tax Election Night Polling
- Urgent: Support Bill S-3638
- GOP Releases Phase 2 Retirement Details
- 2018 State-by-State Death Tax Chart
- Where the US Stands
- Horror Stories
- Donate
- Home Page
- Repeal the Death Tax
- Ask A Question
- 09/20/18: Pat Soldano talks about FEUSA Family Business Survey on Exit Radio
- Supporters Meeting Recap from 9.27.18
- Chairman Brady Speaks in Support of Tax Reform 2.0 Before the House Rules Committee
- Please Donate to Ditch the Estate Tax
- PATG Supporters & FEUSA Members Dinner and Meeting
- GOP Releases Phase 2 Retirement Details
- Ways and Means to Consider Phase 2 Tax Bill Next Week
- Senator Kyl Returns to Senate to Succeed Sen. John McCain
- Analysis of Proposed Tax Regulations for “Pass-Through” Entities
- H.R. 6228 Would Permanently Increase Estate Tax & Gift Tax Exemption
- Estate Tax Blog
- Plan To Attend September Policy and Taxation Group Dinner & Meeting
- Estate Tax Update August 2018
- 2018 Family Businesses Survey Reveals Commitments, Challenges, & Concerns
- Nunes Introduces Bill to End Capital Gains Taxes on Inflation
- SAVE THE DATE: Policy and Taxation Group Dinner & Meeting
- Anthony Timberlands
- My Estate Tax Experience
- Family Operating 100 Hardware Stores
- Why White Castle Supports Repealing the Death Tax
- More Than One Bill in Tax Cut 2.0 Package
- Chairman Would Like The House Vote In July 2018
- State Death Tax Chart Update June 14, 2018
- Chairman Brady Hopes to Have New Tax Bill by August to Pass in September or October
- White House Plans to Release Phase 2 Tax Package by Summer’s End
- The Politics Of It All. Minneapolis Luncheon and Discussion
- Policy And Taxation Group Visits The Hill May 2018
- Family Businesses; Jobs, Economic Growth and Charitable Giving
- Jobs and Opportunity: Legislative Options to Address the Jobs Gap
- Family Businesses – Jobs, Economic Activity and Charity
- Estate Tax Repeal And Impact Discussion
- HR 5422 Death Tax Repeal Bill Introduced
- Update and Extend Earlier Estimates of Proposals to Modify The Estate Tax
- Individual Tax Cut Extension to Get Vote This Year, Ryan Says
- Get Estate Tax Relief Updates
- Estate Tax Rate Reduction Legislation
- Tax Cuts, Round 2 In 2018
- Chairman Brady Announces Intention To Have Another Tax Bill In 2018
- State Death Tax Chart Update March 18, 2018
- A Letter for Ways and Means Tax Policy Subcommittee Hearing
- Update On Activities Of PATG, FEUSA, And More
- Senate Democrats Pitch Repeal Of Tax Cuts To Fund Infrastructure (Back)
- Tax Policy; The Politics Of It All
- Drive to Kill Estate Tax Isn’t Dead, Despite Doubled Exemption
- Wishing You All The Very Happiest Of New Years
- Trump Signs Tax Reform Bill Into Law
- Summary of Tax Cuts and Jobs Act of 2017
- House and Senate Pass HR 1; on to President
- Approval of Conference Committee Report
- Conference Committee Meets on Wednesday This Week
- Full List of Conference Committee Members
- Supporters Update on Estate Tax; Time is of the Essence!
- Estate Tax Is Hurdle For Minority American Business Owners
- Tax Reform Qualitative Research Findings
- Soldano Is The Invisible Leader In Killing Estate Tax
- UPDATE: Senate Markup Bill
- WATCH: The Estate Tax: The Politics of It All
- House Ways and Means Committee Markup of H.R. 1
- Revenue Analysis of Options to Reform the Federal Estate, Gift and Generation Skipping Transfer Taxes
- House to Release Tax Bill Text
- Death Tax Forced Lay Off Of Seasonal Workers
- Selling Everything To Pay Estate Tax
- Sacrificing Land To Pay The Death Tax
- Investments At Risk If The Tax Exemption Is Reduced
- Shutting Down Branches, Laying Off Workers, Or Liquidating Inventory
- Summary of PATG Supporters Meeting
- Revenue Analysis Of Options To Reform The Estate Tax
- Estate Tax Will Be Impossible To Pay Off Forcing Sale
- Estate Tax Causes In-ability To Contribute Clean Water, Clean Air, And Wildlife Habitat
- We’re Pleased That The President’s Tax Reform Framework Includes Repeal Of The Death Tax!
- Thousands Ask Treasury To Kill Estate Transfer Proposal
Category: Family Business Caucus
- Congressional Family Business Caucus Sets Meeting Schedule for 2024
- Bipartisan Support Sees 35 Members Sign on to Growing CFBC
- Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
- Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
- Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
- PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
- PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
- Caucus Spotlights Education, Representatives’ Experiences with Family Business
- Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
- Save The Date: March 8th Webcast. Family Business Caucus, Legislative and Political Updates
- ATA Supports Formation of New Congressional Family Business Caucus
- State of Family Business Annual National Survey Launched
- Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
- Visits & Caucus Get Private Company Director Spotlight
Category: Family Business Stories
- Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
- Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
- Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
- Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
- [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
- [VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
- [VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
- [VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
- [VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
- Training the Next Generation is Key to Success for California’s Lippow Development
- Why Congress is Choking Family Businesses
- WATCH; Steve Wells, Founding Partner of American Food and Vending Corp: How Will Bidens Tax Proposals Impact His Family Business
- Murphy Oil Corporation: Industry Leadership – A Vision Realized
- A Family Business Tragedy
Category: Family Business Survey
- Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
- Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
- Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!
- Advocate for Change: Your Voice, Your Family Businesses
- Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
- Be Heard, Be Seen: Propel Generational Businesses to the Forefront
- Shape the Future: Your Voice Matters for Family Businesses
- Future-Proofing Family Offices: Navigating Generational Shifts
- Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
- ACCA Partners with FEUSA to Boost America’s Family Businesses
- Upstate NY Events Highlight Family Businesses
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Family Enterprise USA Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- 2023 Annual Family Business Report
- High Growth for Family Businesses Despite Inflation, Labor, and Recession
- 2023: Family Businesses Flourish Despite Challenges!
- Saying It Out Loud, By Pat Soldano. July 2023.
- Saying It Out Loud, By Pat Soldano. May 2023.
- Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
- Saying It Out Loud, By Pat Soldano. April 2023.
- Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
- Saying It Out Loud, By Pat Soldano. March 2023.
- Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
- Family Businesses Receive a Boost in Representation with New Caucus
- Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
- [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
- Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
- Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
- We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
- New Congressional Family Business Caucus Helps Focus Attention on Survey
- Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
- Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
- The Top Risks Family Businesses Face
- Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
- [LAST CHANCE] Business Owner Survey
- [Survey] How Do You Hold Ownership of Your Family Business?
- One Question; Business Owner Survey
- How do you hold ownership of your family business or family office?
- The Surprising Facts of What America’s Family Businesses Look Like
- Full Slate of Events Scheduled for Family Businesses This Month
- Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
- Last Chance To Participate
- Want To Protect Your Multi-Generational Business?
- Do This And Be The First To Get The DC Legislators To Help You!
- Want To Protect Your Multi-Generational Business?
- Protect Lifetime Of Savings
- Join The Movement Supporting Multi-Generational Businesses
- Historic Tax Increases Threaten The Fidelity Of Your Business
- We’re Fighting For The Future Of Family Businesses
- Do You Have 5 Minutes To Help Your Business?
- Join The Fight. Take 5-minute survey and we will do the rest.
- Protect Your Lifetime Of Savings
- The best thing you can do for your family business is …
- Attn Family Business Owners: Use This Today To Get Your Opinions Heard Your voice, our work
- Want To Protect Your Multi-Generational Business?
- Do This And Be The First To Get The DC Legislators To Help You!
- Family Businesses Face Pandemic Challenges and Legislative Concerns
- Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
- Results Are In: 2021 Family Business Survey Report Highlights
- Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
- Family Business Survey Closing March 31st– We are asking for your help!
- Give a Voice to Family Business Concerns
- Pat Soldano Was On The Radio
- Family Business Report Presented to BNY Mellon Wealth Management Group
- Survey of Family Enterprises Reveals COVID-19 Is Still a Big Concern
- INFOGRAPHIC – 2020 FEUSA Family Business Survey Highlights
- WATCH: The Future of Family Businesses: Social Distancing and New Business Models.
- Webinar: Family Business: Trends, Surveys, and Current Realities
- VIDEO: Family Business: Trends, Surveys, and Current Realities
- 2020 Family Business Survey Results
- 2020 Family Business Survey Highlights
- Act Now. You Are Losing Your Voice.
- Can You Afford To Miss This Opportunity?
- Don’t Miss This Chance… Get Your Voice Heard In Washington DC
- Act Now To Get Your Voice Heard In Washington DC
- Want Your Voice Heard In Washington DC?
- Take This Survey So Your Voices Can Be Heard In DC!!!
- Make Family Business Owners Voices Heard In DC!
- We Need Your Help – Family Businesses Survey
- Make Your Voice Heard By Participating
- 2015 Annual Family Business Survey
- FEUSA Annual Survey Of Family Firms
- Survey of Family Firms – 2013
- 2014 FEUSA Annual Survey of Family Firms
Category: Family Businesses
- Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
- Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
- Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
- Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead
- Webcast: Choosing the Right Entity for Your Family-Owned Business
- Federal Agencies Prepare Plans for Shutdown
- Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
- President Trump Announces a Series of Product-Specific Tariffs
- Register Now: Pass-throughs vs. Corporations – Tax Choices for Families
- [24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family owned business governance
- Compensation: How are You Leveraging this Critical Tool?
- [WEBINAR] Stronger Together: Governance That Protects Wealth for Generations
- Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Businesses Must Stay Alert
- Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
- Taxation & Representation: What Family Owned Businesses Must Know: FY26 Appropriations and OBBBA Updates
- Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
- Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
- Navigating Uncharted Waters in the Insurance Industry with USI
- Safeguard Your Family Owned Business: Build Governance That Lasts Generations
- Taxation & Representation: Congress debates IRS cuts & new tax rules — what family businesses must know
- How Family Governance Protects Generational Wealth
- Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
- Women’s Business Owners Group Gets Bipartisan Congressional Support
- Saying It Out Loud September 2025, By Pat Soldano
- Meet the Visionary Leaders Transforming Family Business in 2025
- National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
- Saying It Out Loud August 2025, By Pat Soldano
- ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
- New Podcast Details How to Make Private Equity into Positive Partners
- What You Can Do About Rising Insurance Costs and Shrinking Coverage
- Weekly Digest of Alerts: Tariff Hikes, CFPB Shifts & What to Expect
- Is Your Insurance Strategy Built to Withstand What’s Coming?
- Quick Poll: Concern About Capital Gains Tax
- Chart a Safer Course: Risk Management Strategies for 2025
- How Family Businesses Can Cultivate Resilient Growth
- ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
- Register Now: Strategies to Navigate Today’s Insurance Challenges
- Smart Strategies for Family Business Success with Rockefeller Global Family Office
- US Economic Outlook July 2025
- Enjoy 20% off your registration at Family Business Legacy
- Register Today: FBA Southern California Legislative Conference
- Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Owned Businesses Must Know
- FEUSA Announces Q3 Family Owned Business Events; Caucus Meeting Set for Sept. 17
- Congress and Family Business: A Policy Win Checklist
- 24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success
- Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Owned Business
- Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar
- Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners
- Plan Smarter: Strategies to Build Harmony and Preserve Wealth
- Saying It Out Loud July 2025, By Pat Soldano
- FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
- Don’t Miss This: Family Business Success Strategies Revealed Live
- Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
- The One, Big, Beautiful Bill Act – Summary and Analysis
- Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
- Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
- Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
- Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
- Quick Poll: Taxed More of Less Due to OBBB
- Tax Update: House Approves Senate Reconciliation Package
- PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
- Senate Concludes OBBBA Vote-a-Rama
- Tax Update: Senate Passes Reconciliation Package
- Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
- Saying It Out Loud June 2025, By Pat Soldano
- 2024-25 Family Business Rising Gen Survey: Communication is Still Key
- Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
- Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
- [WEBCAST] Why Should We Care About Teams?
- Why Every Family Office Needs an ‘Expert Generalist’
- Tax Update: Congressional Republicans Racing to Complete Tax Package
- Senate Finance Committee Tax Title – Summary and Analysis
- Reserve Your Spot – Build Teams That Drive Legacy and Results
- Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
- Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
- Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
- Wealth & Values: Defining Family and Individual Values
- Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
- Family Business Governance
- Tax Update: Senate Republicans Release Tax Text
- Stronger Teams. Stronger Legacy.
- Will “The One Big Beautiful Bill” Deliver for Family Businesses? Pat Soldano breaks it down.
- Tax Update: Senate Republicans Finalizing Tax Bill Changes
- Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Owned Business
- Discover What Makes Great Family Enterprise Teams Tick
- Women’s Business Owners Group Gains Momentum
- Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
- Register Now to Strengthen Your Family Business Teams
- {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
- Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
- Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
- [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
- Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
- The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
- White House Releases Additional FY26 Budget Details
- Quick Poll: Share Your Thoughts on Income Tax Policy
- Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
- Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
- Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
- H.R. 1 Tax Title – Summary and Analysis
- “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
- New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
- Saying It Out Loud May 2025, By Pat Soldano
- Advanced Estate Planning Tactics for Wealthy Families – Register Now
- Tax Update: House Passes Reconciliation Package
- Build a Family Office That Works: New Podcast + Webcast with EY Experts
- Elevate Your Estate Plan: Strategies for High-Net-Worth Families
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Quick Poll – Share Your Thoughts on Tariffs
- Tax Update: Ways and Means Notices Tuesday Markup
- Unlock Smarter Estate Planning for High-Net-Worth Families – May 30
- Preserving Legacy, Building Value: Real Estate for Families
- Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
- Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
- Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
- Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
- Saying It Out Loud Special Report May 2025, By Pat Soldano
- How Parallel Governance Can Guide Generational Transition with EY
- Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus
- Taxation & Representation: What’s in Reconciliation?
- Estate Planning for High-Net-Worth Families: Beyond the Basics
- Million Dollar Question: Will the Top 1% See a Tax Increase in 2026
- Saying It Out Loud, By Pat Soldano. April 2025.
- 2 Days Left to Register: How Parallel Governance Can Guide Generational Transition
- Advocacy Small Business Roundtable on Anti-Competitive Regulations
- FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses
- Secure Your Legacy: Don’t Miss This Exclusive Webcast
- Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz
- Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival
- Secure Your Legacy: Don’t Miss This Exclusive Webcast
- Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
- California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters
- Get Exclusive Access: Expert Tax & Policy Insights for Family Owned Businesses
- Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
- ‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
- [Exclusive Webcast] Register Now: Ensure a Smooth Generational Transition
- Flash Market Update: The “Liberation Day” Jolt
- Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- [WEBCAST] How Parallel Governance Can Guide Generational Transition
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
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- Engaging Next Generation Members in the Family Business and Family Enterprise
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- Saying It Out Loud, By Pat Soldano. March 2025.
- Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment
- House Members Speak at Event with Focus on Women-Owned Family Businesses
- Family Office Executives Lomont and Brehm Join Board of Directors at PATG
- FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing
- Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
- EY NextGen Academy programs for next generation of family leaders
- Exclusive Webcast: 2025 Talent Predictions for Family Offices
- Family First: Navigating Success and Succession in Business
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- The First 100 Days: Appropriations/ Budget Reconciliation
- What’s Ahead for Family Office Talent in 2025? Join Our Webcast
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- Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
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- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Key Takeaways from President Trump’s Joint Address to Congress
- Lasts Days Before Survey Closes
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Corporate Transparency Act Filing Deadline Delayed Again
- Ending Soon – Take Our Quick Survey Helping Family Owned Businesses
- 2025 Talent Predictions for Family Offices – Exclusive Webcast
- Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood
- Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
- Corporate Transparency Act Reinstated; Filing Deadline Extended
- Saying It Out Loud, By Pat Soldano. February 2025.
- Senate Begins Vote-a-Rama
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- An Appropriate Valentine: House and Senate Stake Budget Positions
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- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
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- Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
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- Your Feedback Matters: Help Congress Hear Your Voice in Just 5 Minutes
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- How Parallel Governance Can Guide Generational Transition
- Help Shape Family Business Advocacy in Washington, DC
- Trump Uses IEEPA to Impose Tariffs on China, Mexico and Canada—Analysis and Summary
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- Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
- Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
- Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
- Exclusive New Administration and New Congress Insights: Join Our Members-Only Webcast on February 4.
- Saying It Out Loud, By Pat Soldano. January 2025.
- Your Opinion Matters to Congress: Take this 5-Minute Survey
- What’s Next for Family Business? Join Q1 Events to Find Out
- Register Now: Congressional Family Business Caucus Meeting – March 11, 2025
- Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
- The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
- Stay Informed: Join Our Legislative Quarterly Update Webcast for Members!
- First Quarter Sees Multiple Regional, Virtual Events Set for 2025
- Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
- New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
- Take Action for the Future of Family Businesses: Take Our Survey
- 24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy
- Taxation & Representation: 2025’s Tax-Writers
- Your Perspective Matters: Complete Our Family Business Survey
- Buchanan Street Partners is New Family Enterprise USA Sponsor
- Register Now for Post Election Investing Insights!
- Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025
- Important Update: Corporate Transparency Act Enforcement Again Suspended
- Saying It Out Loud, By Pat Soldano. December 2024.
- Hear Insights from Women Leading Family Businesses | Listen Now
- Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
- Taxation & Representation: Capital Gains & Dividends: Trump’s Tax Vision for 2025
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- Active Management for your Family Office
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- How to Discover and Stay Informed About Family Business USA
- The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
- Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC
- Saying It Out Loud, By Pat Soldano. November 2024.
- In Case You Did Not Know: Our Evolving Mission
- Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
- Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
- Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
- Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
- Help Shape Family Business Policy in 2 Minutes!
- Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
- Make a Difference Today! Complete Our Pulse Survey
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
- Exclusive Briefing: Election Impact & Family Business Strategies Ahead
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
- Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
- Exclusive Webcast for Members: Insights on Election Impacts & Strategy
- Take Our 2-Minute Family Business Survey Now
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
- Mark Your Calendar! Join Us on the Road in Portland, Des Moines, Sacramento, New York City, Newport Beach and Reno
- Quick Survey: Your confidential input will shape critical discussions in D.C.
- Saying It Out Loud, By Pat Soldano. October 2024.
- 90 Seconds = Big Impact for Family Businesses! Take Our Survey Today
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
- Three Family Business-based Associations Join to Support Family Businesses, Create Stronger Voice on Capitol Hill
- FEUSA Chairman Loumakis-Calderon Spotlighted as Family Business CEOs to Watch 2024
- An Under Appreciated Risk to Family Legacies
- Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
- A Sustainably Successful Process for an Executive Search
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- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
- Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
- Preserve Your Family’s Legacy at the Transitions Fall Event!
- Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Summary of September Family Business Caucus Roundtable
- Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
- Family Businesses & the CTA: What You Need to Know Before It’s Too Late
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Wealth Tax Proposals Proliferate
- Saying It Out Loud, By Pat Soldano. September 2024.
- [WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses
- From Generation to Generation: The Future of Your Family Business
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
- Proposals Big and Small: Policy in the September 2024 Presidential Debate
- Last Chance: Have Your Say on Key Expiring Tax Policies
- Taxation & Representation. Senate Finance Committee in Flux
- How Your Shareholder Liquidity Strategy Can Be Made Future-Proof
- ‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy
- Quick Poll: What Tax Policies Are Most Important to You?
- [WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?
- On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
- Your Voice Matters: Tell Us Which Tax Policies Concern You Most
- Don’t Miss the Fall Congressional Caucus Meeting on Family Business & Taxes
- Keep an eye on Small Cap
- Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from FEUSA
- New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
- Public Invited: Attend the Fall Congressional Family Business Caucus Meeting
- Urgent: Share Your Top Concerns About Expiring Tax Policies
- Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds
- Saying It Out Loud, By Pat Soldano. August 2024.
- Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
- We Need Your Input: What Tax Policies Matter Most to You?
- Wealth Tax Talks Heat Up as House Tax Teams Listen to Convenience Services Family Business Concerns
- Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
- Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
- Quick Survey: Which Tax Policies Are Your Top Priority?
- Mark Your Calendar! Join Us on the Road in Fort Smith, Denver, Dallas, Brea, Nashville, and Portland
- Tax Cuts Expiring; What Is Most Important To You; One Question Survey
- Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
- Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
- Learn, Connect, and Grow: Family Business Transitions Fall 2024
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- [WEBCAST] Avoid Common Hiring Mistakes
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- Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside
- Register Now for Expert C-Suite Hiring Insights!
- Private Business Transition: An Approach to Optimize Success
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- Saying It Out Loud, By Pat Soldano. July 2024.
- Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
- New Membership Level Offered to Non-Family Businesses
- Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
- Congressional Family Business Caucus Signs 49th House Member
- ‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell
- Stay Informed: Join Our Legislative Quarterly Update Webcast!
- [REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
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- Don’t Miss Our Legislative Update Webcast – Register Today!
- [LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
- Handing Over the Keys—The Challenges of Reaching Gen Z
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- Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
- Saying It Out Loud, By Pat Soldano. June 2024.
- ‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
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- New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
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- Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
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- Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
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- [VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
- Discover New Tax Insights Affecting Your Family Business on June 6
- The Race to November: 2024 Election Preview
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- Saying It Out Loud, By Pat Soldano. May 2024.
- Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
- Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More
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- Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
- Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!
- Pat Soldano to Speak at IVYFON’s LA Family Office Forum
- Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?
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- Private Company Governance Summit and Capital Hill Visits
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- Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
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- Saying It Out Loud, By Pat Soldano. April 2024.
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- 2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
- You’re invited to an unparalleled opportunity brought to you by Family Enterprise USA
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- Act Now! Get Registered for April Members Webcast
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Coy Martin Named to Policy and Taxation Group Board of Directors
- Secure Your Spot! Join Exclusive April Webcast
- Dive into Effective Investment Strategies. Register for Our Webcast!
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- Discover 3D Investing: Join Our Webcast for Proven Strategies!
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- [WEBCAST] Would You Like More Income Every Year?
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- FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
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- Explore innovative hybrid models to safeguard wealth and empower entrepreneurial goals. Don’t miss this opportunity.
- Unlock Success: Save 25% on Transitions Spring 2024 for Family Enterprise USA Members
- WEBCAST: Hybrid Ownership Strategies Unveiled
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- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
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- 24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
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- Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
- Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.
- Matt Nielsen Elected to Family Enterprise USA Board of Directors
- Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
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- Webcast Replay: Valuing a Minority Block of Stock – IRS CCA 202152018 and its Implications for Private Company Sales
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- Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
- Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
- 24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
- Saying It Out Loud, By Pat Soldano. January 2024.
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- [WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
- Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
- Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
- [WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
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- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
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- A Taxation & Representation Update For You
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- Saying It Out Loud, By Pat Soldano. December 2023.
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- Saying It Out Loud, By Pat Soldano. November 2023.
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
- What a 2023 Survey Found Re: Family Office Compensation and Talent
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- Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
- Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
- Exclusive Insights Await: Join Our Members-Only Webcast on Nov 9!
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- Webinar Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
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- Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
- Weekly Washington Policy Updates
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- Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
- Key Industry Leaders Gather: Congressional Family Business Caucus
- Register Today – Ensure Your Family’s Financial Security with a Trust
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- Saying It Out Loud, By Pat Soldano. September 2023.
- Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
- Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
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- Trucking Industry and Family Businesses Unite to Fight Tax Hikes
- Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
- Free Webcast: How to Make Your Charitable Giving More Effective
- Brownstein’s Tax Team Discusses the Future of Taxes
- Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
- Learn from Experts How to Make Your Giving More Effective
- Meet Frank Luntz at the Family Business Roundtable
- Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
- RSVP for Family Business Roundtable with Special Guest Frank Luntz
- 3 Tools to Help You Make a Bigger Impact
- Family Business Interests as a Trust Asset and the South Dakota Directed Trust
- Learn How To Make Your Charitable Giving More Effective
- Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
- Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
- Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
- Don’t Miss Out on Insights for the Future of Insurance – Register Today!
- Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
- Discover the Future of Insurance: Join Our Webcast on August 16th!
- Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video
- Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
- Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
- Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
- Contingency Planning For Business Owners
- New Video Series Highlights the Importance of Community to Family Businesses
- Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
- Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
- AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
- Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
- Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
- Setting Up Your Family Philanthropy for Long-Term Success
- Selecting Modern Trust Structures Based on a Family’s Assets
- Family Business Leaders Hear From Pollster Frank Luntz
- Family Business Leaders Share Insights at Congressional Caucus Meeting
- Protecting What You’ve Spent a Lifetime Building
- Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
- Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?”
- The Most Difficult Challenge Our Business Clients Face
- Profile of the Family Office Leader of the Future
- Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses
- What Every Family Business Owner Needs to Know About Succession Planning
- Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication
- Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
- SECURE 2.0 Act Changes Affecting Family Business Owners
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
- New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
- Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
- Keeping It in the Family: Why Succession Planning Matters
- Future-Proof Your Business: The Importance of Succession Planning
- The Benefits of Succession Planning: Family Matters in Business Succession
- [Last chance] Register For the March 8th Legislative and Political Updates Webinar
- Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
- [VIA ZOOM] It’s All Relative; Family Matters in Business Succession
- Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
- New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
- Still Thinking About Participating in Transitions Spring 2023?
- Inheritance VS. Private Capital
- Pomp and Positioning: The State of the Union Address, 2023
- Family Business Caucus Begins Work with First Meeting on February 28
- Introduction to the New Members of the Ways and Means Committee
- Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
- Saying It Out Loud, By Pat Soldano. February 2023.
- Impact of Supply Chain Disruptions in 2023
- Ways and Means Potential Legislative Agenda
- U.S. Debt Limit: Current Landscape and Key Takeaways
- Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
- A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
- Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
- Saying It Out Loud, By Pat Soldano. December 2022.
- Pass-Through Entities Explained
- Trends in the Overall Family Business Enterprise Market
- 2022 Survey of Family Enterprise USA Members
- It’s All Relative; Family Matters in Business Succession
- 2023 Will Be a Year of Uncertainty for Family Businesses
- Saying It Out Loud, By Pat Soldano. November 2022.
- PODCAST: “What Happened?” Midterm Elections – Winners and Losers
- Is a For-Profit Family Office Right for You?
- Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
- Tax and Economic Legislative Concerns for Families and Family Business
- Saying It Out Loud, By Pat Soldano. October 2022.
- Last Chance to Register. 2022 Family Business Survey Review Webinar (10/25)
- Only 5 Days Left to Register For The 2022 Family Business Survey Review Webinar
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Reducing the Tax Impact on the Sale of Your Business
- Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)
- Save 15% When You Register Now: Transitions Fall 2022
- [WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)
- You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)
- Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar
- Join Other Family Companies at Transitions Fall 2022
- Annual Awards Presented to Best Family-Owned Businesses
- Successful Succession Planning
- You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)
- Learn About Recruiting and Retention Challenges & Successes
- [Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything
- Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
- Summary of FEUSA Members Meeting Conducted in Washington DC On 9/21/22
- Podcast: A Family Business Boosts its Health by Making a MD its CEO
- [Webinar] Recruiting and Retention Strategies That Actually Work
- Considerations on Establishing Family Governance
- Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
- ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
- CSUF Offers Family Business Workshops through its Center for Family Business
- Don’t tax America’s family businesses to death
- Envisioning Life After Your Family Business Succession
- FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
- Become A Member & Meet Us in DC For Congressional Visits
- The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
- Meet Us in DC For Congressional Visits. Become A Member Now.
- New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
- Become A Member & Meet Us in DC For Congressional Visits
- WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Saying It Out Loud, By Pat Soldano. August 2022.
- WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
- Above the Line Planning
- Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- [Last chance] Register For Our August 18th Webinar
- House Passes Inflation Reduction Act
- How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Join Us in DC for September Meetings & Hill Visits
- ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
- YOU’RE INVITED To Join Us For An Exciting Webinar
- WEBINAR REPLAY: For Profit Family Office Structure – Is It Right For Your Family?
- Employees at America’s Family Businesses Are Doing Better
- Harness the Power of Collaboration to Stabilize a Workforce
- 2 Days Left to Register For Profit Family Office Structure Webinar
- Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
- YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
- [Last chance] Register For the July 27th Webinar
- Register now: For Profit Family Office Structure – Is It Right For Your Family?
- Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
- Shifting News About Reconciliation
- Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
- INOLEX & Employees Help Ukraine
- Saying It Out Loud, By Pat Soldano. July 2022.
- New Webinar: ‘How Much Is My Family Business Worth?’
- Business Valuation Webinar: From Estate Planning to Exit Planning
- Family Business Centers, Family Businesses Meet Capitol Hill Representatives
- Winning The War on The Wealthy
- How to Get the Most from Your Board
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- Saying It Out Loud, By Pat Soldano. June 2022.
- PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
- The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
- Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
- Family Business Stories Come to Life in YouTube Video Series
- Embrace Your Role as Future Family Business Leader
- Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
- Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
- 2022 Family Office Trends
- You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
- Considerations in Making a Gift of a Business Interest to a Public Charity
- Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
- By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
- A Conversation with Frank Luntz and Pat Soldano
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- An Opportunity to Save on Income Taxes
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- From Generation to Generation
- Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
- Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
- Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
- Taxation & Representation and Tax Tidbit
- Infrastructure Update – Week of November 29 – December 3
- Build Back Better Act Passed By House! Details…
- Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
- Taxation & Representation & Tax Tidbit
- Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
- We Can’t Continue This Fight Without You
- Update on the Bipartisan Infrastructure Deal
- Save the Date: Year-End Legislative Updates and Tips
- Possible Solutions For Life Insurance Policies “Aging Out”
- Taxation & Representation & Tax Tidbit, October 19, 2021
- National Poll Results: What Biden Tax Policy Is Important To You?
- FEUSA Members Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
- Taxation & Representation, October 5, 2021
- WEBINAR REPLAY: Introduction to Family Governance
- Register Now to Attend “Introduction to Family Governance” Webinar
- Poll: How Long is Your Longest-Term Employee?
- National Poll Results: Do Legislators Listen to You?
- The New Normal
- Join Us For Introduction to Family Governance
- Poll: How Long is Your Longest-Term Employee?
- Strengthen Your Family Business With a Family Governance Plan
- Estate Tax Strategies for Business Owners
- UPDATE: Thune Proposed Amendment to Budget Resolution. Don’t Eliminate Step Up!
- NEWS: Thune Proposed Amendment to Budget Resolution; DON’T ELIMINATE STEP UP!
- Speakers and Agenda – Join Frank Luntz and James Williams on July 29 Update call
- Consider Joining Us For Frank Luntz Presentation During July 29 Members Call
- Family Business Succession Considerations
- Ensure Your Voice is Heard in DC
- Pat Soldano Speaking at Family Firm Institute July 12
- Eight Steps to an Effective Business Transition
- Successful Business Transitions Start With Early Planning
- Tax Efficiency: Effective Strategies for the Long Term
- CAUTION: Elimination of Step Up in Basis Could Destroy Your Business!
- Job Loss Example Due to Repeal of Step-Up Of Basis
- Economic Impact from Repeal of Step-up in Basis
- Warning; Elimination of Step Up in Basis could destroy your business!
- Importance of Family Businesses’ Contribution to the U.S. Economy
- Last Chance To Register to Hear About Current Legislative Agendas
- An Inside Look at Seven Family-Owned Businesses
- What is the House and Senate Step Up In Basis Elimination Legislation?
- Save The Date: May 6 FEUSA Members Call
- January 28th Members Call Recap
- Join Us for the First 2021 Members Call on January 28th
- #FamilyFirst webcast with Pat Soldano
- Special Offer For Family Business Centers
- VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
- 2020 Election Results and Key Dates to Watch
- Neal and Brady Introduce Retirement Legislation
- VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
- VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
- VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
- VIDEO: Corporate Transparency Act
- VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
- VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
- Important information that may affect you! Corporate Transparency Act – Webinar Recording
- IRS Clarifies Payroll Tax Deferral Is at Employer’s Discretion
- Family Businesses Fight to Stay Healthy and Viable During Turbulent Times
- Hear Frank Luntz and Congressman Arrington LIVE!
- Family Businesses in the Times of Crisis and Global Recession
- Trump Administration Announces $100 Billion in Health Care Aid
- Stimulus Bills Were Focused On Government, Hospitals, And US Businesses
- Save the Date: Supporters Call April 17
- Campaign Trail – Who Runs Against Donald Trump
- Little Debbie
- Mary Kay
- Asplundh Tree Service
- Anthony Timberlands
- Bush Beans, Bush Brothers & Company
- Pat Soldano Interview on Exit Coach Radio
- What Is Going On At Capitol Hill
- Off With Their Heads!
- State News – More Revenue to Spend in 2020
- The Campaign Trail – Michael Bloomberg
- Last Chance! Get Your Voice Heard On Capitol Hill.
- Jamie Richardson Of White Castle Speaking At Drucker School
- Family Businesses Survey Reveals Strengths, Challenges Ahead
- Family Firms Are More Innovative Than Other Companies
- Family-Sponsored Ventures
- Family Businesses’ Contribution to the U.S. Economy
- Family Businesses’ Contribution to the US Economy
Category: Family Enterprise USA
- Holiday Message from Family Enterprise USA
- Holiday Message from Family Enterprise USA
- Nasser Watar Joins Family Enterprise USA Board of Directors
- Navigating Policy: Transportation Insights in New Podcast
- Jason Smith to Chair House Ways and Means Committee
- Happy Holidays From Family Enterprise USA
- How To’s – Protecting a Lifetime of Savings
- Chubb Insurance & USI Insurance Join FEUSA as New Sponsors
- Whittier Trust & Homrich Berg Join Family Enterprise USA as New Sponsors
- Dave Henderson Joins FEUSA Board; Skip Fox Named Treasurer of FEUSA & PATG
- Manchin-Schumer Reconciliation Framework Agreement
- [Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Join Us For July 27th Webinar Addressing Latest Tax Legislation
- Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
- Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
- Who are the Members of FEUSA?
- Build Back Better Act Comeback? Taxation & Representation and Tax Tidbit
- Family Enterprise USA Adds Two New Members to the Board of Directors
- The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
- February 8th FEUSA Zoom on 2/8 Addressing Latest Tax Legislation – By Invitation Only
- Taxation & Representation and Tax Tidbit
- Tax & Financial Services Week Ahead
- Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan
- Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”
- Poll: What Biden Tax Policy is Important to You?
- NEW Section 199A Bill Update; Taxing Pass Through Entities
- Poll Question: What Biden Tax Policy is important to you?
- All Republican Senators Urge President to Keep Step UP
- Infrastructure Update – Week of June 21-25
- Champion Women Profiles: Pat Soldano
- Steve Wells, Founding Partner Of American Food And Vending Corporation Joined The Board Of Family Enterprise USA
- Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy
- White House Releases Topline Spending Proposal
- Hiring: Director, Business Development Non- Profit
- Labor Updates From Washington, D.C.
- Taxation & Representation
- IRS Releases Priority Guidance Plan
- Alysha Loumakis-Calderon joins the Board of Directors of Family Enterprise USA
- President Trump’s Aug. 8 Tax Executive Orders
- Saturno and Plimpton Join The Board of Directors of Family Enterprise USA
- State News – Illinois
- New strategies from a new generation
- State News – Georgia Republicans
- Campaign Trail – Joe Biden and Bernie Sanders
- State News – Ohio & New York
- Coronavirus Trillion Dollar Emergency Relief Bill
- DeFazio Wants Double Spending on the IRS
- Senate Passed The House’s Coronavirus Relief Bill
- State News – Massachusetts: It’s A Minimum Tax
- Race To The White House – Joe Biden & Bernie Sanders
- Democratic Delegate Selection
- Campaign Trail – Donald Trump
- State News – Idaho, Kentucky, & More
- Campaign Trail – Iowa & New Hampshire
- The Campaign Trail – Michael Bennet
- The Campaign Trail – Joe Biden
- Voter Sentiment and Tax Policy
- Top 1 Percent Paying More Than a Third of the Income Taxes
- The Campaign Trail
- The War on Capitalism – The Whole Story
- Oprah Winfrey – Attacking Double Taxation
- Frank Luntz: Death Tax Election Night Polling
- Senator Kyl Again Seeks to Cut the Death Tax
- 2018 FEUSA Family Business Survey Final Report
- 2017 FEUSA Survey Final Report
- 1000 Voter Survey Results
- Oral Testimony To The IRS, US Department of Treasury
- Family Businesses, Jobs Seen Thwarted by Proposed IRS Rules
- 2016 FEUSA Family Business Survey
- Report Urges Families To Plan Ahead To Avoid Heavy Succession Taxes
- Promoting Sustaining And Growing Family Businesses In America
- Business Structure and Impact on Family Firms Tax Liability
- What’s Ahead For Family Firms And The Estate Tax
- Family Firm Values Drive Policy Preferences
- Government Policy and Uncertainty Causing More Anxiety
- More Sales in 2013, Less Hiring
Category: Family Owned Business
Category: In The News
- Weekly Washington Update: Congress Returns with Government Funding at the Forefront
- REPLAY: Today’s Insurance Market- Conditions, Threats, and Risk Solutions.
- New Strategic Partnership Between Dividend Assets Capital and Policy and Taxation Group
- Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More
- UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
- Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
- Washington Updates – Rail Strike, Health Care, Tax, & More
- The Use Of Defined Value Gift Clauses
- 118th Congress Tax Agenda. Taxation & Representation.
- Post-Midterms Analysis
- PODCAST: 2022 Midterm Panel Post-Election Follow Up
- Analysis of the Mid-Term Elections
- 2022 Midterms Post-Election Outlook and Analysis
- Midterms State of Play. Less Than a Week Out From Election Day.
- PODCAST: Across the Aisle: Upcoming Midterms
- Midterms State of Play. Less Than Two Weeks To Go Until Election Day.
- Washington Policy Update
- Legislative Lowdown. Taxation & Representation.
- Reconciliation Update. Taxation & Representation.
- Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
- Special Reconciliation Edition. Taxation & Representation.
- Reconciliation Realignment. Taxation & Representation.
- Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
- Reconciliation Revival? Taxation & Representation.
- Build Back Better Outlook. Taxation & Representation.
- Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
- Tax & Financial Services Week Ahead. Tax Policy Update.
- Taxpayer Fairness Across the IRS. Tax Policy Update.
- Policy and Taxation Group Names Kip Peterson to Board of Directors
- Private Placement Insurance Products
- Navigating “Company Value” in Times of Choppy Market Activity
- Policy and Taxation Group Welcomes Two New Board Members
- A Tough Road Ahead for Democrats’ Ambitious Policy Agenda
Category: Income Taxes
Category: Next Gen
Category: Pat Soldano
Category: Podcast
Category: Policy and Taxation Group
Category: Presentation
Category: State Death Tax
- State Death Tax Chart – Revised October 24, 2016
Category: Step-Up In Basis
Category: Taxes
- Take Action: Help Family-Owned Businesses Thrive. Support Extension of TCJA
- Pat Soldano – Speaking at FON – Family Office Network
- Elizabeth Warren Proposes New Wealth Tax
Category: Video Post
Category: Watch & Listen
Category: Webcast Replays

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